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Morningstar, Inc. — Investor Relations & Filings

Ticker · MORN ISIN · US6177001095 LEI · 529900YGNQPOVAXQ7F29 US Financial and insurance activities
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Filings indexed 2,565 across all filing types
Latest filing 2024-05-15 Declaration of Voting R…
Country US United States of America
Listing US MORN

About Morningstar, Inc.

https://www.morningstar.com/

Morningstar, Inc. is a financial services firm specializing in independent investment research. The company provides comprehensive data, research insights, and proprietary ratings on a wide range of investment offerings, including stocks, mutual funds, and exchange-traded funds (ETFs). It offers portfolio management tools, software, and services for individual investors, financial advisors, and institutional clients. Leveraging one of the industry's largest investment databases, Morningstar aims to empower investor success by providing the analysis and technology needed to support informed financial decision-making.

Recent filings

Filing Released Lang Actions
8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a Form 8-K current report filed with the SEC, dated May 10, 2024, by Morningstar, Inc. The content focuses on the submission of matters to a vote of security holders at the Annual Shareholders' Meeting, including election of directors, advisory vote on executive compensation, and ratification of the appointment of the independent auditor. It provides detailed voting results for these matters. There is no financial data or comprehensive report content, only voting results. This matches the definition of Declaration of Voting Results & Voting Rights Announcements (DVA). The document length is 4144 characters, which is short and consistent with a voting results announcement rather than a full report. Therefore, the correct classification is DVA with high confidence.
2024-05-15 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-05-13 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-05-13 English
Regulatory Filings 2024
Regulatory Filings
2024-05-10 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-05-09 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc. dated May 9, 2024. It is titled "Current Report" and includes detailed disclosures under Item 7.01 Regulation FD Disclosure. The content includes forward-looking statements, detailed Q&A responses about corporate costs, headcount, compensation, capital allocation, and debt reduction. The document is a current report providing updates on corporate matters and financial metrics but does not contain full financial statements or comprehensive financial performance data typical of annual or quarterly reports. It is not an earnings release, proxy statement, or management discussion report. The Form 8-K is a regulatory filing used to disclose material events and updates to investors and the SEC. Given the nature of the document as a current report with detailed corporate disclosures and no full financial statements, the appropriate classification is Regulatory Filings (RNS).
2024-05-09 English

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